Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 5.3M | 756.5M | 1.8% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 4.2M | 599.7M | 1.4% |
| First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra | Apr 30, 2026 | 3.1M | 442.7M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 2.8M | 395.7M | 0.9% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 2.6M | 374.1M | 0.9% |
| Bernstein Fund Inc-International Strategic Equities Portfolio | Mar 31, 2026 | 2.4M | 342.9M | 0.8% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | Feb 28, 2026 | 2.3M | 323.1M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 2.0M | 285.1M | 0.7% |
| T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd. | Mar 31, 2026 | 2.0M | 282.7M | 0.7% |
| -Price (T.Rowe) International Core Equity Trust | Mar 31, 2026 | 1.5M | 212.0M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.